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Berry Group’s Duke Energy DUK Stock Holding History

Berry Group’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$204K Buy
+2,224
New +$206K 0.09% 108
2020
Q1 		– Sell
-2,657
Closed -$242K – 105
2019
Q4 		$242K Buy
+2,657
New +$244K 0.13% 109

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berry Group's DUK Position: Q4 2020 in Review

Berry Group opened a new position in Duke Energy (DUK) in Q4 2020: 2,224 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #108 among its holdings. This is a return to the name: Berry Group previously reported a position in DUK as recently as Q4 2019.

Berry Group first reported a position in DUK in Q4 2019 and has held it in 2 quarters since. The position peaked at $242K in Q4 2019. 1,639 funds tracked by Wall St. Rank hold DUK as of Q4 2020.

  • Berry Group held 2,224 shares of Duke Energy worth $204K as of Q4 2020.
  • Duke Energy was a new Berry Group position in Q4 2020.
  • Duke Energy made up 0.09% of Berry Group's portfolio in Q4 2020, its #108 holding.
  • Berry Group first reported a position in Duke Energy in Q4 2019 and has held it in 2 quarters since.
  • Berry Group's Duke Energy position peaked at $242K in Q4 2019.
  • 1,639 funds tracked by Wall St. Rank held Duke Energy as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.